Matthew James Moss
Investment adviser representative at First Pacific Financial, Inc.
11 yearsExperience
3 statesRegistered in
$1.9BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- First Pacific Financial, Inc.Nov 2025 to now
- Ameriprise Financial Services, LLCJan 2024 to Nov 2025
- Ridge Athletic ClubJan 2023 to Dec 2023
- Cuna Mutual GroupJun 2022 to Aug 2022
- Washington State UniversityAug 2019 to Dec 2022
- Seattle Boat CompanyMay 2017 to Sep 2021
- Issaquah High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
First Pacific Financial, Inc.
$1.9BAssets managed
1,312Clients
19Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7591248
- Firm CRD
- 284736